Carter Abbott
LRC Aviation Advisors · Milwaukee, Wisconsin
Carter Abbott is a fee-only financial advisor at LRC Aviation Advisors in Milwaukee, Wisconsin. Carter focuses on retirement planning, estate & legacy planning and pension planning. LRC Aviation Advisors reports charging a percentage of assets on its Form ADV.
Request an introduction to Carter →
Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | LRC Aviation Advisors |
|---|---|
| Based in | Milwaukee, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.17B across 2,256 accounts |
| SEC registration | Investment adviser representative in WI · CRD 7384528 |
| Exams passed | Series 65 (2026) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | lrcaviation.com |
How Carter's firm compares
- LRC Aviation Advisors's average account is about $517,000, from its Form ADV (assets managed divided by 2,256 accounts).
Request an introduction to Carter
Tell Carter a little about what you're looking for. Carter isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Carter
Is Carter Abbott a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carter holds no broker registration, and LRC Aviation Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carter charge for financial advice?
Carter's firm, LRC Aviation Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Carter Abbott based?
Carter Abbott is based in Milwaukee, Wisconsin.
What does Carter specialize in?
Carter's specialties include retirement planning, estate & legacy planning and pension planning. Carter works with pre-retirees and retirees.
Is Carter Abbott registered with the SEC?
Yes. Carter Abbott is registered as an investment adviser representative in WI (CRD 7384528), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does LRC Aviation Advisors manage?
LRC Aviation Advisors reports $1.17B across 2,256 accounts in assets under management.
How do I contact Carter Abbott?
Through Carter's website, lrcaviation.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- LRC Aviation Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.